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Technology Stocks : Intel Corporation (INTC)

INTC 50.22

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Feb 9 3:59 PM EST

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To: Road Walker who wrote (3970)	10/9/1996 8:10:00 PM
From: Paul Engel	of 186894

John - Re: ". Intel (and others) cloned IBM right out of market share; " I believe it would be more accurate to say thet IBM cloned themselves out of the PC market. In 1987, IBM introduced their proprietary PS/2 computers based on the "microchannel" architecture. (Anyone remember hearing about this recently?) The rest of the rather small(at that time) IBM compatible market was faced with LICENSING the IBM microchannel architecture or sticking with the orignal IBM bus/system architecture. Since IBM abandoned its own orignal IBM bus/system architecture, the rest of the industry "renamed" this the ISA - Industry Standard Architecture. A consortium (COMPAQ, HP, Intel etc.) was slapped together to expand this to 32 bits (from 16) and came up with the EISA architecture. Various PC makers made modifications to the system boards of ISA & EISA boards since the ISA/EISA was set adrift from IBM - which kept strutting their microchannel. Then the VESA committee was established and tried to set a new standard with VLB to improve system bus speed and graphics. Intel saw a better approach and developed the PCI. All told, Intel has been at the central point of moving the PC industry forward - filling the VOID left by IBM, and eliminating IBM as a contributor to the PC architecture. Effectively, Intel has replaced IBM as the de facto leader of the PC hardware community. However, IBM has done a magnificent job of championing the CHREP - Common Hardware Reference Platform - for their PowerPC. I understand that after 4 or 5 years, they are nearly ready to release the CHREP specifications. Paul

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